Transfer Agent / Customer Service Representative (Hartford)
Prodware Solutions, Hartford, Connecticut, United States, 06112
Job title: Transfer Agent / Customer Service Rep
Duration: 3+ Years Contract
Location: Hartford, CT 06103
Client Note Strong experirence as Transfer Agent/ Customer Service Representative. Exp. with IRA, 529 ( Internal Revenue Service ) and Retirement Account experience,
Responsibilities:
Respond to customer via phone, email and text with there inquires based on IRA, 529 ( Internal Revenue Service ) and Retirement Account experience including account transfers, shareholder transactions, and account maintenance. Deliver first class inbound customer service in every single contact as part of our Fund Services operations. Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally. Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues. Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies. Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service. Assist the managers with deep dive discussions and remediation of top pain points to help improve performance. Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.
Key Skills: Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes. Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.
Client Note Strong experirence as Transfer Agent/ Customer Service Representative. Exp. with IRA, 529 ( Internal Revenue Service ) and Retirement Account experience,
Responsibilities:
Respond to customer via phone, email and text with there inquires based on IRA, 529 ( Internal Revenue Service ) and Retirement Account experience including account transfers, shareholder transactions, and account maintenance. Deliver first class inbound customer service in every single contact as part of our Fund Services operations. Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally. Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues. Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies. Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service. Assist the managers with deep dive discussions and remediation of top pain points to help improve performance. Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.
Key Skills: Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes. Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.